Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,135 | $138,068-97.0% | $125,358-96.7% | $134,493-96.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $741 | $5,244-85.9% | $4,814-84.6% | $4,740-84.4% |
| Participant deferral / active EE | $2,590 | $7,799-66.8% | $7,447-65.2% | $6,400-59.5% |
| Admin fee / account holder | $2 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |